Draft a Banner Case Note from Appointment Notes

What You'll Get

A professional, audit-ready Banner case note — past tense, complete, and clearly organized — ready to paste into your student information system after an appointment.

The Prompt

Turn these appointment notes into a professional Banner case note. Write in past tense. Professional tone, clear and complete. Under 100 words. Notes: [paste your rough bullet points or shorthand from the appointment — e.g., "student came in, parents divorced after FAFSA filed, wants PJ adjustment, showed decree, explained process, return with docs"]

Tips

Your notes can be completely rough — shorthand, fragments, bullet points. The AI organizes and formalizes them. Include anything time-sensitive or decision-relevant in your notes — case notes need to capture what action was taken and what comes next, not just what the student said.